Sonia Anilkumar Patel

Current Employers

Employment History

• 09/1999 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bridgewater Township, NJ

Other Businesses

I*: ENTITY TYPE: NON-PROFIT NAME OF OUTSIDE BUSINESS ORGANIZATION: M. R. IRREVOCABLE TRUST INVESTMENT RELATED: NO ADDRESS OF BUSINESS: NORTH BRUNSWICK, NEW JERSEY 8902 FIDUCIARY ROLE: Y POSITION, TITLE, ASSOCIATION: TRUSTEE START DATE OF RELATIONSHIP: 11/29/2012 NUMBER OF HOURS DEVOTED: 1 ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I AM THE TRUSTEE ON THIS LIFE INSURANCE TRUST. I*1392268 Entity Type: For Profit Name of outside business organization: Xlent Strategies, LLC Investment related: Y Address of business: North Brunswick, New Jersey, 08902 Position, title, association: Officer, Owner Start date of relationship: 7/15/2023 Number of hours devoted: 2 hours Monthly Number of hours devoted during trading hours: 0 Duties: Bookkeeping I*4515275 Entity Type: Fiduciary role Name of OBA: D. D P. Address: North Brunswick, New Jersey, 08902 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Power of Attorney/Child/Grandchild I*4515276 Entity Type: Fiduciary role Name of OBA: A. D P. Address: North Brunswick, New Jersey, 08902 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Power of Attorney/Child/Grandchild

Exams

• S66 Uniform Combined State Law Examination
  2008-12-21
• S63 Uniform Securities Agent State Law Examination
  1999-08-24

Other Names

• Sonia Anilkomar Patel